Financial Model for Business Turnarounds

Here we are looking at a financial simulation for turning a struggling business around over the course of 12 to 24 months. The main points of view the model was made for is the GP / Operator (entity that comes in to turn the business around) and the existing owners of the business.

Hybrid Joint Venture Waterfall Model with IRR and MOIC Hurdle and a Pref.

I have done so many joint venture waterfalls based on many operating agreements. This is a new one that I thought would fit perfectly in the joint venture template library. All the logic fits on a single tab and it is easy to incorporate into any existing model that has annual cash flows.

TAM Sizing Financial Model Template

I was going for simplicity and usefulness on this Excel model. It has a top-down approach to quickly analyze the potential size and margins / profitability of a company over a 5-year forecasting period. This template is based on assumptions about total addressable market (TAM), SAM, and SOM (serviceable addressable and obtainable).